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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,979 | $64,705-45.9% | $62,929-44.4% | $67,986-48.5% |
| Participation rate | 31.9% | 65.6%-33.7pp | 73.1%-41.3pp | 57.2%-25.3pp |
| Annual return | 5.14% | 20.31%-15.2pp | 1063.93%-1058.8pp | 31.67%-26.5pp |
| Employer contribution / active EE | $694 | $2,376-70.8% | $2,505-72.3% | $2,019-65.6% |
| Participant deferral / active EE | $835 | $3,198-73.9% | $3,888-78.5% | $3,358-75.1% |
| Admin fee / account holder | $4,837 | $1,428+238.7% | $5,065-4.5% | $3,203+51.0% |